Diego Lima

Main competencies:
● Ensured the regularity of the client’s payments, meeting deadlines, and kept the information confidential, according to the internal controls.
● Controlled, audited, analyzed and supervised the compliance of taxpayers and developed excellent customer relations.
● Work with autonomy to produce reports, presentations, spreadsheets, graphs and charts from managerial software ADM System/Saatri and Microsoft Excel, Word, and PowerPoint.
● Planned, executed and evaluated tax inspection, analyzed accounting documentation, and met strict deadlines.
● Registered the accounting entry of taxes collected in audit procedures, inspections, and tax reviews.
● Managed incoming and outgoing mail/email and phone client contact, answering their questions and needs.

Key achievements: Collected R$ 1.6k in taxes (equivalent to almost $ 430k) that the companies were not paying correctly due to trustworthy auditing procedures. Additionally, this extra revenue increased the basis to calculate the monthly bonus received by all tax auditors by 66% over the years.

Main competencies:
● Maintained accounts by verifying, allocating, and posting transactions using managerial software Microsiga/Totvs in this company with a changing environment.
● Supported accounting transactions in general accounts, such as accounts payable (payments) and accounts receivable (AR), managing book and journal entries.
● Summarized and prepared financial statements and records for month-end closing reports.
● Performed data integration and data entry.
● Analyzed financial applications and bank statements and executed bank reconciliations.
● Used accounting principles to ensure compliance with government filing requirements.

Key achievements: Updated the spreadsheet that controls the investments of the company, making it more intuitive and stress-free to fill, saving between 30-40% of the time to execute the task, and avoiding mistakes that may lead to incorrect records and transactions in books, and promoting continuous process improvement. At the same time, a brand-new created tutorial teaches how to manage the related documents.

Main competencies:
● Assembled financial reports to the company’s board.
● Collected, analyzed, and summarized account information and documents through Microsoft Word, Excel, and PowerPoint.
● Processed property tax accounting transactions and payments.
● Maintained database complete and up to date.
● Executed general administrative services as required.
● Manual dexterity in the use of different computer equipment and peripherals.

Key achievements: Avoided incorrect payment of at least R$ 800k (equivalent to $ 213k) in Property Tax payable by the company, result of focus-detailed analysis and correction of the documents obtained from the government institutions which disagreed with legal taxes procedures.